Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.98% | 1.64% | 5.49% | 3.96% | 4.26% | 5.15% | 5.90% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 19.98 | 1.64 | 5.49 | 3.96 | 4.26 | 5.15 | 5.90 | NA | 8.82 | 7.51 | -11.24 | 7.09 | 13.84 | 6.38 | -3.54 | 11.21 | 6.46 | -5.76 | 1.26 | 13.37 | 3.18 | 1.22 | 1.98 | 9.05 | 2.51 | 8.33 | 13.76 | 3.23 | 11.88 | 17.50 | 4.98 | 6.12 |
| Sharpe Ratio | NA | 0.42 | -0.30 | 0.28 | 0.32 | NA | NA | 0.62 | 0.05 | 0.26 | 0.47 | -1.43 | 0.85 | 1.56 | 1.19 | -0.66 | 2.52 | 1.38 | -1.13 | 0.22 | 1.96 | 0.64 | 0.12 | 0.18 | 1.13 | 0.44 | 0.53 | 1.37 | 0.17 | 1.47 | 3.08 | 1.10 | 1.06 |
| Standard Deviation(%) | NA | 8.69 | 8.25 | 8.35 | 6.96 | NA | NA | 7.01 | 10.65 | 8.70 | 6.95 | 8.85 | 8.29 | 8.74 | 4.17 | 7.33 | 4.20 | 4.52 | 5.12 | 5.67 | 6.82 | 4.88 | 9.95 | 10.68 | 7.92 | 3.57 | 10.00 | 7.66 | 6.10 | 7.44 | 5.46 | 3.51 | 3.59 |
| Draw Down(%) | NA | 5.96 | 15.83 | 16.37 | 16.37 | NA | NA | 16.37 | 0.91 | 5.96 | 6.31 | 12.32 | 3.94 | 9.05 | 3.79 | 9.22 | 1.71 | 2.55 | 7.60 | 5.27 | 5.22 | 4.23 | 10.28 | 10.91 | 4.54 | 1.84 | 7.98 | 9.19 | 4.51 | 7.00 | 3.12 | 2.08 | 2.31 |
| Yield(%) | NA | 3.34 | 2.67 | 2.45 | 2.12 | NA | NA | 2.64 | NA | 0.96 | 3.27 | 2.04 | 1.80 | 2.11 | 2.83 | 1.55 | 0.30 | 2.74 | 1.54 | 2.66 | 1.72 | 2.11 | 1.80 | 2.62 | 3.33 | 2.99 | 2.94 | 2.88 | 2.86 | 2.61 | 3.68 | 4.14 | 5.20 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.28%
Apr 2021 - Apr 2024 |
1.51%
Jan 2018 - Jan 2023 |
2.36%
Oct 2013 - Oct 2023 |
3.36%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.85%
Apr 2003 - Apr 2006 |
11.76%
Oct 2002 - Oct 2007 |
8.33%
Apr 2001 - Apr 2011 |
6.67%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart